Personal Banker (Spanish preferred)
Core
Trusted advisor and problem solver who engages clients in deeper conversations to uncover financial needs and provide guidance/solutions for financial wellness.
Role type
Client-facing sales and relationship management banker
Builds
Personal and business banking accounts, deposit products, and lending solutions
Domain
Consumer and small business banking
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, account opening, compliance adherence, basic financial literacy (credit/debt/income), digital platform education, cash handling, partner influence
Preferred skills
Small business client interaction, notary license, bachelor's degree
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Listen for financial wellness opportunities during in-person and phone conversations, attain individual activity and outcome goals, open personal and business accounts, develop partnerships with branch teammates and line of business partners, support branch operations including teller line assistance, participate in morning huddles and end-of-day debriefs, work on Saturdays as directed
Seniority
Entry-level to Mid-level, hands-on IC